Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29T
AUM Growth
+$46B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,141
New
Increased
Reduced
Closed

Top Buys

1
+$1.91B
2
+$1.42B
3
+$1.33B
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.08B

Top Sells

1
+$3.18B
2
+$1.28B
3
+$1.1B
4
DHR icon
Danaher
DHR
+$820M
5
RTX icon
RTX Corp
RTX
+$737M

Sector Composition

1 Technology 22.98%
2 Financials 10.3%
3 Healthcare 9.35%
4 Consumer Discretionary 8.7%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$20.2M ﹤0.01%
613,003
+4,236
2652
$20.2M ﹤0.01%
28,933
-4,102
2653
$20.2M ﹤0.01%
1,649,820
+53,819
2654
$20.2M ﹤0.01%
700,737
+77,454
2655
$20.2M ﹤0.01%
657,241
+142,236
2656
$20.2M ﹤0.01%
328,656
-204,420
2657
$20.2M ﹤0.01%
481,446
+15,926
2658
$20.1M ﹤0.01%
138,019
+2,150
2659
$20.1M ﹤0.01%
1,307,825
+292,934
2660
$20.1M ﹤0.01%
364,146
-44,164
2661
$20.1M ﹤0.01%
458,769
-26,007
2662
$20M ﹤0.01%
269,474
-22,799
2663
$20M ﹤0.01%
65,711
-781
2664
$20M ﹤0.01%
288,860
-103,610
2665
$20M ﹤0.01%
2,038,891
-163,022
2666
$20M ﹤0.01%
2,407,054
-1,026,439
2667
$19.9M ﹤0.01%
663,603
+125,999
2668
$19.9M ﹤0.01%
436,772
+22,175
2669
$19.9M ﹤0.01%
4,650,495
-118,332
2670
$19.9M ﹤0.01%
274,722
-24,590
2671
$19.9M ﹤0.01%
283,499
-13,680
2672
$19.9M ﹤0.01%
755,613
+66,323
2673
$19.8M ﹤0.01%
293,101
+92,630
2674
$19.8M ﹤0.01%
1,512,471
+43,825
2675
$19.8M ﹤0.01%
424,517
+231,075
105 106
107
108 109